Economy

2

Jul 2026
US Manufacturing PMI Miss Spurs Defensive Equity Hedges and Volatility Bets, Boosting Bond Appeal

US manufacturing PMI missed forecasts, signaling cooling growth; investors turn defensive, hedge volatility, rotate sectors, favor bonds, and short commodities.

1

Jul 2026
Brazil manufacturing PMI returns to expansion in June, raising Ibovespa and real prospects, complicating rate-cut bets

Brazil’s manufacturing PMI rebounded to 50.8 in June, signaling growth, boosting equities, real, and rate-cut doubts.

1

Jul 2026
Dollar holds firm as US job-cut announcements drop and Fed’s Hammack keeps tightening option alive

June job cuts fell 53%, supporting a resilient labor market, hawkish Fed stance, and firm US dollar.

1

Jul 2026
CNB Signals Rate Pause After Fine-Tuning Hike, Leaving Koruna Supported and Volatility Contained

CNB signals June hike was fine-tuning; expects August pause, possible September review, modest koruna support possible.

1

Jul 2026
Sweden’s manufacturing PMI rises to 58.3, fuelling krona and OMXS30 bulls as rate-hike bets grow

Sweden’s June manufacturing PMI rose to 58.3, accelerating expansion, boosting SEK, industrial earnings, and volatility trading opportunities.

1

Jul 2026
Australia Building Approvals Fall in May, Adding Pressure on RBA Outlook and Australian Dollar

Australia’s May building approvals fell 1.1%, missing forecasts, signaling softer construction, dovish RBA tilt, market volatility.

1

Jul 2026
Irish Consumer Confidence Rises in June, Brightening Outlook for Domestic-Facing Equities

Ireland’s consumer confidence climbed to 62.2 in June, signaling stronger sentiment and supporting bullish Irish equity positioning.

1

Jul 2026
DBS lifts Singapore growth outlook as AI momentum and eased Middle East risks support expansion

DBS upgrades Singapore outlook: 2026 GDP 4.3%, 2027 3.0%, easing stagflation; highlights STI, SGD opportunities.

1

Jul 2026
Canada’s April GDP beats estimate, bolstering Bank of Canada hold view and supporting Canadian dollar

Canada GDP rose 0.5% in April, led by resource goods; may delay BoC cuts, lift loonie.

1

Jul 2026
Cleveland Fed’s Hammack flags resilient economy but keeps rate hike option amid stubborn core inflation

Cleveland Fed’s Hammack signals resilient economy, persistent core inflation, and hawkish bias; further hikes possible, markets reprice.

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